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Pictet - Clean Energy Transition - HP EUR/  LU0650147779  /

Fonds
NAV06.06.2024 Diff.+1,0900 Ertragstyp Ausrichtung Fondsgesellschaft
119,9600EUR +0,92% thesaurierend Aktien weltweit Pictet AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2018 4,12 -4,79 -0,34 -1,64 3,14 -4,14 0,46 0,03 -4,60 -8,95 0,86 -6,83 -21,21%
2019 7,82 5,87 -0,03 4,96 -9,09 8,92 1,56 -3,28 1,50 2,24 3,38 4,19 +30,21%
2020 2,21 -8,66 -12,51 11,16 8,75 4,67 9,24 3,83 -1,20 0,68 20,12 6,58 +49,29%
2021 2,84 -3,53 0,97 1,57 -1,23 2,71 0,62 2,20 -5,69 9,40 2,66 -1,92 +10,27%
2022 -16,63 0,66 4,16 -10,51 0,65 -13,71 18,26 -4,47 -10,31 0,74 8,70 -6,15 -29,26%
2023 9,52 1,23 1,74 -5,18 6,31 6,09 2,04 -4,95 -6,84 -8,64 12,97 9,76 +23,47%
2024 -3,93 5,35 1,70 -2,23 3,74 0,18 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 20,47% 20,41% 19,83% 25,63% 25,57%
Sharpe Ratio 0,36 1,32 0,42 -0,13 0,31
Bester Monat +9,76% +9,76% +12,97% +18,26% +20,12%
Schlechtester Monat -3,93% -3,93% -8,64% -16,63% -16,63%
Maximaler Verlust -11,13% -11,13% -21,50% -40,37% -40,37%
Outperformance - - - - -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Pictet - Clean Energy Transition... thesaurierend 196,0600 +15,83% +13,26%
Pictet - Clean Energy Transition... ausschüttend 150,8500 +12,31% +25,51%
Pictet - Clean Energy Transition... ausschüttend 176,7100 +13,54% +26,71%
Pictet-Clean Energy Transition Z thesaurierend 230,4000 +16,97% +16,68%
Pictet-Clean Energy Transition H... thesaurierend 138,4000 +13,07% +3,98%
Pictet - Clean Energy Transition... ausschüttend 195,7200 +15,82% -
Pictet - Clean Energy Transition... ausschüttend 181,4200 +13,86% -
Pictet - Clean Energy Transition... ausschüttend 208,2700 +14,68% -
Pictet - Clean Energy Transition... thesaurierend 188,5100 +11,73% +4,11%
Pictet - Clean Energy Transition... ausschüttend 152,2700 +12,62% +26,56%
Pictet - Clean Energy Transition... thesaurierend 180,0400 +13,55% +26,72%
Pictet - Clean Energy Transition... thesaurierend 150,7900 +13,98% +7,96%
Pictet - Clean Energy Transition... ausschüttend 132,9100 +11,31% +22,18%
Pictet - Clean Energy Transition... thesaurierend 112,9500 +11,27% -0,90%
Pictet - Clean Energy Transition... thesaurierend 185,1300 +11,27% -0,56%
Pictet - Clean Energy Transition... ausschüttend 2.008,9399 +16,12% +14,86%
Pictet - Clean Energy Transition... thesaurierend 119,9600 +12,07% +1,22%
Pictet - Clean Energy Transition... thesaurierend 169,9100 +14,79% +10,26%
Pictet - Clean Energy Transition... thesaurierend 138,5000 +11,74% +20,77%
Pictet - Clean Energy Transition... thesaurierend 156,0400 +12,53% +23,35%
Pictet - Clean Energy Transition... ausschüttend 169,9300 +14,79% +10,26%

Performance

lfd. Jahr  
+4,59%
6 Monate  
+14,27%
1 Jahr  
+12,07%
3 Jahre  
+1,22%
5 Jahre  
+74,03%
10 Jahre     -
seit Beginn  
+53,68%
Jahr
2023  
+23,47%
2022
  -29,26%
2021  
+10,27%
2020  
+49,29%
2019  
+30,21%
2018
  -21,21%